Task list

Raul Rizo-Patron_11760

Love Pipedrive!!  Would be incredibly useful to be able to create a checklist of activities to do within deals / people / or organizations.  Rather than having to create a list within Activity -> Notes....would be much easier to have a built in checklist functionality.  Thanks

Mike van der Valk

Thanks @Raul Rizo-Patron I'll share this with our team. One thing you could explore in the meantime is to set up a workflow automation that automatically adds specific sets of activities to a deal when it enters a certain stage in the pipeline.

Amanda Schaffner ~ Silverman Mortgage Group

I concur - leaving a checklist in a task notes or descriptions isn't editable enough and turns out messy. I would LOVE the ability to add a checklist or a workflow to add a NOTE that had a checklist.

Lindsey Inman

Mike van der Valk said:

Thanks @Raul Rizo-Patron I'll share this with our team. One thing you could explore in the meantime is to set up a workflow automation that automatically adds specific sets of activities to a deal when it enters a certain stage in the pipeline.

Mike,

Is there video training on how to do this?

Mike van der Valk

Mike van der Valk said:

Thanks @Raul Rizo-Patron I'll share this with our team. One thing you could explore in the meantime is to set up a workflow automation that automatically adds specific sets of activities to a deal when it enters a certain stage in the pipeline.

Hi @Lindsey Inman 

It's probably best to start with this video. On the Academy where you'll land there are more workflow related videos as well.

Good luck!